Experience

Since 1994, Derek has served high net-worth families, closely held businesses and foundations with their unique financial planning needs. As team lead, he serves key relationships and oversees business strategy and planning. Derek served as the Vice Chairman of the Board and chaired the investment committee for the University of Wisconsin-RF Foundation for almost two decades. Derek received his B.S. from the University of Wisconsin-RF with a major in finance and a minor in economics. He and his wife Michelle live in Medina with their 3 children (Maya, Adam, Tessa) and are active in youth sports and serving underprivileged kids in the community.

Andrew and his team provide comprehensive, consultative investment planning and wealth management services to affluent families, institutions and business owners.

Andrew began his financial services career in 2005 as an intern during his off days of Caddying at a local Minneapolis golf course. Andrew graduated from Minnehaha Academy and attended the University of St. Thomas where he earned a Bachelor's Degree in both Finance and Entrepreneurship.

Outside the office, Andrew is active in the community as President of the American Bandy Association and has been a member of the U.S. Men's National Bandy Team since 2009. Andrew, his wife, and two children reside in Orono, Minnesota

Dan has been a Financial Advisor since 1996. He focuses on providing customized investment and financial planning strategies for high net worth families, with an emphasis on philanthropic planning. He also consults to foundations and endowments on a broad range of issues, including investment policy development, asset allocation strategies and portfolio oversight.

Dan earned a B.S. in math and physics from St. John’s University, where he now serves on the Alumni Board of Directors. In addition, he currently serves as the Chairman of the Board of the Hennepin Health Foundation and is involved with Project Success, serving on its development board and is a past parish council member of Annunciation Church in Minneapolis. He also enjoys coaching his children’s youth hockey and baseball teams. Dan and his wife, Lisa, live in Minneapolis, MN, with their four children.

Keith Burke brings over 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.

Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from stock Options to Rule 144 Restricted Stock to Pre-IPO Planning.

As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.

He is a graduate of Carleton College in Northfield, MN where he received a degree in Economics with a concentration of Science, Technology & Public Policy.

Outside of advising clients, Keith enjoys skiing out west, playing and coaching lacrosse, and spending time with his daughter and dog.

Since 1998, Mike has worked with individuals and families to gain a clear understanding of their total financial picture. He is dedicated to developing a personalized investment approach for each family that he works with.

Mike received a BS degree in Finance from the University of Minnesota Duluth.

Mike and his wife live in Medina where she practices her Master Gardener skills and Mike enjoys playing golf. Their three grown sons keep them busy.

Dean began his financial services career in 1998. He coordinates much of the group's quantitative analysis and portfolio management process. He also reviews and prepares financial strategies for our clients. Dean received his B.S. degree in finance with a minor in economics from St. Cloud State University. Outside of the office, Dean lives in Woodland and he enjoys sailing, coaching youth baseball and running.

Peter joined the CBM Group in 2013. His primary focuse is on portfolio analysis. He graduated in three years from the University of St. Thomas with a degree in Finance. He holds Series 7 and 66 securities licenses. Peter is a CFA charterholder. During his free time he enjoys playing hockey, bandy and golf. He has been a member of the United States National Bandy Team since 2012.

Renee began working in the financial services industry in 1997. In 2021 she joined the CBM Group as a Wealth Management Associate. Renee holds the Series 7 and 63 security licenses. Her focus is to assist the team in providing an exceptional client experience.

In addition to work, Renee is an active member of Anoka County Pheasants Forever. She also enjoys spending her free time with husband Ryan, her son and their two energetic yellow labs.

Kathy began working in the financial services industry in 1980. In 2012 she joined the CBM Group as a Wealth Management Associate. Kathy holds the Series 7, 63 and 9 securities licenses. Her focus is on providing an exceptional client experience.

Kathy enjoys spending time with her husband Mitch and their dog, Miska.

Tamie has been in the financial services industry since 1991. Prior to joining UBS in 2021, Tamie spent the previous 30 years as a Client Associate as well as a Financial Advisor at US Bank and Wells Fargo. Tamie holds FINRA 7,63 and 66 licenses.

Tamie graduated from the University of Iowa with a BBA degree in finance.

Outside of work, Tamie enjoys traveling with her husband, family and friends.

Laurie began working at UBS in 1988 as the Branch Office Administrator and in 2012 joined the CBM Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.

Laurie enjoys spending time at home with her family and grandchildren